Brandon Paulino is a registered investment advisor at Millennial Advisers, LLC., based in Newport Beach, CA, with 6 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 297 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Millennial Advisers' fee is negotiated with each client and generally ranges from 0.50% to 2.00% of your portfolio's value. The fee is deducted monthly or quarterly. If your assets are managed by a third-party money manager, you'll pay additional fees to that manager. This fee does not include transaction fees or brokerage commissions.
Location
2901 W. Coast Highway, Suite 376, Newport Beach, CA, 92663
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Allied Millennial Partners, LLCBroker
Millennial Advisers, LLC.
Previous Registrations
Paulson Investment Company LLCBroker
Nylife Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.